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Invera Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Invera Wealth Advisors’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.12M Buy
44,651
+2,180
+5% +$104K 1.36% 25
2025
Q4 		$2.03M Sell
42,471
-162
-0.4% -$7.79K 1.28% 25
2025
Q3 		$2.05M Buy
42,633
+1,763
+4% +$83.8K 1.26% 25
2025
Q2 		$1.94M Buy
40,870
+1,875
+5% +$88.1K 1.27% 27
2025
Q1 		$1.85M Buy
38,995
+2,696
+7% +$126K 1.2% 28
2024
Q4 		$1.69M Buy
36,299
+5,158
+17% +$244K 1.67% 21
2024
Q3 		$1.47M Buy
31,141
+4,425
+17% +$212K 1.46% 24
2024
Q2 		$1.26M Buy
26,716
+4,566
+21% +$212K 1.29% 25
2024
Q1 		$1.01M Buy
22,150
+6,118
+38% +$288K 0.86% 38
2023
Q4 		$765K Buy
+16,032
New +$734K 0.48% 67

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Invera Wealth Advisors's EAGG Position: Q1 2026 in Review

Invera Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.1% in Q1 2026, buying an estimated $104K and bringing the position to 44,651 shares worth $2.12M. The position accounts for 1.36% of the portfolio, ranked #25.

Invera Wealth Advisors first reported a position in EAGG in Q4 2023 and has held it in 10 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Invera Wealth Advisors held 44,651 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.12M as of Q1 2026.
  • Invera Wealth Advisors bought 2,180 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $104K.
  • iShares ESG Aware US Aggregate Bond ETF made up 1.36% of Invera Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Invera Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.